Filed March 29, 2017
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,258 | $101,653-36.8% | $147,080-56.3% | $74,459-13.7% |
| Participation rate | 96.9% | 75.6%+21.3pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 12.51% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $2,988 | $3,813-21.6% | $4,933-39.4% | $2,626+13.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $15 | $1,752-99.1% | $12,989-99.9% | $1,945-99.2% |